NTBCX Mutual Fund

NTBCX Mutual Fund

NAV$9.68
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Returns Overview

1 Month
-0.31%
3 Months
+0.20%
6 Months
+0.70%
YTD
+1.02%
1 Year
+3.88%
3 Years (annualized)
+4.09%
5 Years (annualized)
+1.79%
10 Years (annualized)
+3.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NTBCX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Barclays Capital US Corporate High Yield Index(^BCUSCHYB)
This Mutual Fund (YTD)
+1.02%
Peer Avg (YTD)
+0.12%
vs Peers
+0.89%

NTBCX Mutual Fund Performance

NTBCX performance across multiple time periods: 1-month -0.31%, YTD 1.02%, 1-year 3.88%, 3-year 4.09%, 5-year 1.79%, 10-year 3.34%.

NTBCX returns outperform the peer average of 0.12% YTD. With an expense ratio of 2.03%, investors should weigh costs against performance when evaluating this mutual fund.

NTBCX vs another fund shows side-by-side returns. NTBCX alternatives are available in the Mutual Fund Screener.